Best Balanced Advantage Fund/ Dynamic Asset Allocation in 2026
Top performers by 3-year CAGR · Direct-Growth · NAV as of 30-Oct-2026
This list ranks the 12 balanced advantage fund/ dynamic asset allocation on MoneyDock by their 3-year CAGR, computed from AMFI NAV history for the Direct-Growth plan. Axis Balanced Advantage Fund currently leads with +11.15%.
Returns measure past performance only and should be one input among many — also weigh expense ratio, risk, fund house track record and how the fund fits your goals. Past performance does not guarantee future results.
| # | Fund | 3Y CAGR Return | NAV |
|---|---|---|---|
| 1 | +11.15% | ₹23.69 | |
| 2 | +11.03% | ₹15.21 | |
| 3 | +10.83% | ₹27.28 | |
| 4 | +10.22% | ₹15.69 | |
| 5 | +9.82% | ₹15.2 | |
| 6 | +9.80% | ₹203.4 | |
| 7 | +9.07% | ₹62.68 | |
| 8 | +8.65% | ₹50.41 | |
| 9 | +8.10% | ₹12.8 | |
| 10 | +7.56% | ₹40.33 | |
| 11 | +7.39% | ₹14.13 | |
| 12 | SH Shriram Balanced Advantage Fund | +5.91% | ₹18.32 |
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Frequently Asked Questions
Which is the best balanced advantage fund/ dynamic asset allocation in 2026?
By 3-year CAGR, Axis Balanced Advantage Fund currently tops this list with +11.15%. Rankings are based on past NAV performance and refresh daily — they are not a recommendation.
How are these funds ranked?
Funds are ranked purely by their 3-year CAGR, computed from AMFI NAV history for the Direct-Growth plan. We rank over the longest period the available history supports and extend toward longer 1-, 3- and 5-year windows as more NAV data is collected. Past performance does not guarantee future results.
Are these Direct or Regular plans?
All returns shown are for the Direct-Growth plan, which carries no distributor commission and therefore has a lower expense ratio and typically higher long-term returns than the Regular plan.
Returns are computed from AMFI NAV history for the Direct-Growth plan and rank past performance only. This is not investment advice — mutual fund investments are subject to market risks; read all scheme-related documents carefully.